Evergreen Advisors as of Dec. 31, 2018
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 15 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Schwab U S Broad Market ETF (SCHB) | 61.6 | $62M | 1.0M | 59.93 | |
| Schwab International Equity ETF (SCHF) | 16.8 | $17M | 597k | 28.35 | |
| Schwab U S Small Cap ETF (SCHA) | 13.9 | $14M | 232k | 60.68 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.8 | $1.8M | 17k | 109.05 | |
| United Cmnty Bks Ga Cap Stk (UCBI) | 1.1 | $1.1M | 53k | 21.47 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.9 | $911k | 9.3k | 97.94 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.8 | $849k | 18k | 47.94 | |
| Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.8 | $797k | 16k | 50.07 | |
| Vanguard Total Stock Market ETF (VTI) | 0.5 | $531k | 4.2k | 127.58 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.4 | $390k | 8.6k | 45.61 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.4 | $368k | 5.3k | 69.34 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $252k | 1.9k | 132.08 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.2 | $247k | 4.8k | 51.85 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $205k | 821.00 | 249.70 | |
| Smartfinancial (SMBK) | 0.2 | $201k | 11k | 18.24 |
